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Clearshares’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Clearshares’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3.59M Hold
67,455
– – 2.7% 17
2021
Q3 		$3.59M Buy
67,455
+1,644
+2% +$88.3K 2.7% 17
2021
Q2 		$3.52M Sell
65,811
-22,707
-26% -$1.21M 2.74% 16
2021
Q1 		$4.67M Buy
+88,518
New +$4.74M 3.78% 13
2020
Q3 		$4.81M Hold
88,518
– – 4.17% 4
2020
Q2 		$4.8M Hold
88,518
– – 3.84% 6
2020
Q1 		$4.65M Buy
88,518
+6,331
+8% +$332K 6.55% 1
2019
Q4 		$4.28M Hold
82,187
– – 4% 19
2019
Q3 		$4.31M Sell
82,187
-6,598
-7% -$344K 4.23% 16
2019
Q2 		$4.59M Buy
88,785
+30,800
+53% +$1.56M 4.2% 11
2019
Q1 		$2.94M Buy
57,985
+10,049
+21% +$500K 2.84% 21
2018
Q4 		$2.36M Hold
47,936
– – 2.54% 22
2018
Q3 		$2.36M Sell
47,936
-584
-1% -$28.8K 2.13% 24
2018
Q2 		$2.4M Sell
48,520
-116
-0.2% -$5.72K 2.28% 25
2018
Q1 		$2.42M Buy
48,636
+136
+0.3% +$6.81K 2.19% 24
2017
Q4 		$2.47M Buy
+48,500
New +$2.47M 2.21% 25

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearshares's IUSB Position: Q4 2021 in Review

Clearshares held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q4 2021 at 67,455 shares worth $3.59M. The position accounts for 2.7% of the portfolio, ranked #17.

Clearshares first reported a position in IUSB in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.81M in Q3 2020. 466 funds tracked by Wall St. Rank hold IUSB as of Q4 2021.

  • Clearshares held 67,455 shares of iShares Core Universal USD Bond ETF worth $3.59M as of Q4 2021.
  • Clearshares left its iShares Core Universal USD Bond ETF share count unchanged in Q4 2021.
  • iShares Core Universal USD Bond ETF made up 2.7% of Clearshares's portfolio in Q4 2021, its #17 holding.
  • Clearshares first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 16 quarters since.
  • Clearshares's iShares Core Universal USD Bond ETF position peaked at $4.81M in Q3 2020.
  • 466 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.